JHCR vs HYMB overlap

JHCR and HYMB overlap 0.0% by weight, across 0 shared holdings.

JHCRHYMB

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

JHCR0.0% of the fund is in shared holdings, of 962

HYMB0.0% of the fund is in shared holdings, of 1,867

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JHCR, SEC Form N-PORT, June 30, 2026; HYMB, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 429 holding any

JHCR1.5% of its 13F dollars, 53.9% of its 13 holders

HYMB10.0% of its 13F dollars, 1.6% of its 423 holders

Largest institutions holding both

Firm	JHCR	HYMB
Goldman Sachs Group Inc.	$1.2M	$126.9M
Ameriprise Financial Inc.	$13.7M	$37.9M
Envestnet Asset Management Inc.	$11.4M	$29.0M
JPMorgan Chase & Co	$1.6M	$20.7M
Integrated Wealth Concepts LLC	$4.6M	$10.2M
CoreCap Advisors, LLC	$1.4M	$47K
Advisory Services Network, LLC	$1.1M	$278K

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: JHCR institutional holders, HYMB institutional holders.

Frequently asked questions

How much do JHCR and HYMB overlap?

0.0% by weight, with 0 holdings in common, using holdings for JHCR as of June 30, 2026 and HYMB as of June 30, 2026.

Do institutions hold both JHCR and HYMB?

7 Form 13F filers report positions in both, out of 429 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.